See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,387 | $106,515-62.1% | $96,683-58.2% | $139,434-71.0% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 11.64% | 38.43%-26.8pp | 35.69%-24.1pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,603 | $4,103-60.9% | $3,737-57.1% | $4,751-66.3% |
| Participant deferral / active EE | $5,496 | $5,454+0.8% | $4,878+12.7% | $6,710-18.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |